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Wealthfolio pricing

Freemium#53 of 81 in Portfolio Management SoftwareInvestment Tools

Wealthfolio costs from $2.99/user/mo on its cheapest paid plan; 4 plans in all, as listed on wealthfolio.ai — prices checked 20 Sep 2026.

4.1/10Editor score
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Wealthfolio pricing at a glance

Plans Free planFreemium A usable free plan; paid tiers unlock the limits below. Prices checked 20 Sep 2026.
See plans on wealthfolio.ai

Wealthfolio plans & pricing

PlanPriceKey limits
Basic$2.99/user/mo
  • 1 person
  • Up to 6 devices
  • No broker connections
Essentials$7.99/user/mo
  • 1 person
  • Up to 5 institution connections
Duo$12.99/user/mo
  • 2 people
  • Up to 12 institution connections
Plus$24.99/user/mo Coming soon
  • Personalized portfolio briefs
  • Holdings-related news and events
  • AI portfolio assistant
  • Licensed market intelligence

Prices as published by the vendor on wealthfolio.ai, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Solo, Small business
  • Integrations
    1 integrations: SnapTrade
  • Free plan
    Yes
  • Paid from
    $2.99/user/mo
  • Asset class coverage
    Multi_asset_alternatives

Our full Wealthfolio verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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